ALISON JOY SMITH (Adviser# 000314720) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is March 4, 2008.
| Register Name | Financial Advisers |
| Adviser Name | ALISON JOY SMITH |
| Adviser Number | 000314720 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000316844 ASET WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 34125428855 |
| Adviser Start Date | 2008-03-04 |
| Appointing Representative Name | ASET AWM PTY LTD |
| Appointing Representative Number | 000322796 |
| Appointing Representative ABN | 90099026347 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) National Tax & Accountants Assoc Ltd (NTAA) Women in Super (WIS) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce in Accounting | University of Canberra |
| Certified Financial Planner | Financial Planning Association |
| Chartered Accountant | Institute of Chartered Accountants |
| Diploma in Financial Services (Financial Planning) | Tribeca |
| Graduate Diploma in Company Secretarial Practice | Chartered Secretaries Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000316844 | ASET WEALTH MANAGEMENT PTY LTD | 2008-03-04 - | ASET AWM PTY LTD |
| Licence Name | ASET WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000316844 |
| Licence ABN | 34125428855 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TIMOTHY PETER WEBB | Aset Wealth Management Pty Ltd | Current | 2010-12-03 |
| AMANDA KATE TURNBULL | Aset Wealth Management Pty Ltd | Ceased | 2010-12-03 |
| ANTONY JON WHIPP | Aset Wealth Management Pty Ltd | Current | 2008-07-02 |
| SEAN THOMAS HAMMOND | Aset Wealth Management Pty Ltd | Current | 2008-03-04 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TIMOTHY PETER WEBB | Aset Wealth Management Pty Ltd | Current | 2010-12-03 |
| AMANDA KATE TURNBULL | Aset Wealth Management Pty Ltd | Ceased | 2010-12-03 |
| ANTONY JON WHIPP | Aset Wealth Management Pty Ltd | Current | 2008-07-02 |
| SEAN THOMAS HAMMOND | Aset Wealth Management Pty Ltd | Current | 2008-03-04 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.